MARK SHEPTOFF FINANCIAL PLANNING, LLC – The Southern Company Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$709,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, LLC quarter portfolio value change:
-4.64%
quarter
The Southern Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +56.18% | 3.75K shares | 233K | $68 | 10.42K |
| Q2 2022 | share | 0.00% | 0 shares | -8K | $71.31 | 6.67K | |
| Q1 2022 | share | Increase | +8.10% | 500 shares | 61K | $72.51 | 6.67K |
| Q4 2021 | share | Decrease | -6.62% | -438 shares | 13K | $68.36 | 6.17K |
| Q3 2021 | share | Decrease | -30.12% | -2.85K shares | -163K | $61.32 | 6.61K |
| Q2 2021 | share | Increase | +8.46% | 738 shares | 31K | $59.27 | 9.46K |
| Q1 2021 | share | Increase | +7.38% | 600 shares | 43K | $60.28 | 8.72K |
| Q4 2020 | share | Increase | +3.83% | 300 shares | 75K | $58.94 | 8.12K |
| Q3 2020 | share | Decrease | -10.32% | -900 shares | -28K | $51.51 | 7.82K |
| Q2 2020 | share | Decrease | -12.53% | -1.25K shares | -88K | $48.68 | 8.72K |
| Q1 2020 | share | Increase | +1.01% | 100 shares | -89K | $50.22 | 9.97K |
| Q4 2019 | share | Decrease | -6.62% | -700 shares | -24K | $58.56 | 9.87K |
| Q3 2019 | share | Increase | +57.25% | 3.85K shares | 281K | $56.22 | 10.57K |
| Q2 2019 | share | Increase | +3262.50% | 6.52K shares | 362K | $49.78 | 6.72K |
| Q1 2019 | share | Increase | 0.00% | 200 shares | 10K | $46.01 | 200 |
| Q4 2018 | share | Decrease | -100.00% | -7.73K shares | -337K | $38.62 | 0 |
| Q3 2018 | share | Increase | +12.09% | 834 shares | 17K | $37.85 | 7.73K |
| Q2 2018 | share | 0.00% | 0 shares | 12K | $39.7 | 6.9K | |
| Q1 2018 | share | Increase | +9.52% | 600 shares | 5K | $37.76 | 6.9K |
| Q4 2017 | share | 0.00% | 0 shares | -7K | $40.13 | 6.3K | |
| Q3 2017 | share | Decrease | -0.02% | -1 shares | 8K | $40.54 | 6.3K |
| Q2 2017 | share | Decrease | -57.68% | -8.58K shares | -439K | $39.03 | 6.30K |
| Q1 2017 | share | Decrease | -9.97% | -1.64K shares | -73K | $40.11 | 14.89K |
| Q4 2016 | share | Decrease | -2.92% | -498 shares | -60K | $39.18 | 16.53K |
| Q3 2016 | share | Increase | +7.58% | 1.2K shares | 25K | $40.38 | 17.03K |
| Q2 2016 | share | Increase | +21.02% | 2.75K shares | 172K | $41.77 | 15.83K |
| Q1 2016 | share | Increase | +63.88% | 5.10K shares | 303K | $39.85 | 13.08K |